Passport to Retirement^®

Clearly, the demand for retirement education is great, and Passport to Retirement will position you as an expert at a time when 78 million baby boomers are approaching retirement age.

Passport to Retirement is a comprehensive retirement system that educates attendees and helps them overcome the roadblocks to a successful retirement. The seven content-rich sections serve as a passport to helping them make sound financial decisions:

• Define and create your retirement
• Assess the costs of retirement
• Evaluate sources of income
• Invest for the future
• Protect your health and wealth
• Receive funds from retirement plans
• Manage your estate distribution

The system is filled with compelling statistics and case studies, and the workbook includes a wealth of self-analysis quizzes and worksheets that will help participants remember you long after the workshop is over.

View Samples

Presentation

Workbook

Image List

System Components

• 220-image PowerPoint presentation (approx. 6 hours in length)
• 135-page, 4-color participant workbook
• 88-page Marketing Manual: Working with Educational and Organization Sponsors
• Large sponsor brochure and small sponsor brochure
• Three sponsor presentations: Preview presentation, Education presentation, and Association presentation
• Sponsor campaigns: Association campaign and Education campaign
• Fact Finder
• System Updates
• FINRA reviewed